September Asia Credit Wrap: Prime Ministerial Changes & Political Protests

Join us for the September Asia Credit Wrap to hear CreditSights analysts unpack what’s driving Asia-Pacific credit right now. Our team will dissect recent market developments, highlight potential opportunities and risks, and provide forward-looking perspectives to help you navigate the complex regional credit environment with greater confidence.

Gain valuable insights from our experts on the following topics:

Asia Strategy
Presented by Zerlina Zeng, CFA, Head of APAC Credit Strategy

• US Monetary Policy Impact: Analysis of post FOMC US rates and their implications for Asia strategy.
• Japanese Political Landscape: Examination of Japanese politics and their impact on JGB and credit implications.
• Asian Investor Sentiment: Key insights from recent investor trip feedback from Taipei and Hong Kong.

APAC Financials
Presented by Pramod Shenoi, Head of APAC Research & Head of Financials

• Regional Political Shifts: Discussion on the implications of political developments in Thailand, Indonesia, and Japan.
• India Financial Sector: Comprehensive takeaways from recent India financials issuer meetings.
• Chinese Financial Institutions: Detailed review of China banks and AMC results.
• NZ Regulatory Environment: Analysis of New Zealand bank capital changes and their market impact.

South & Southeast Asian Corporates
Presented by R Lakshmanan, CFA, FRM, Head of South & Southeast Asian Corporates

• Political Economy Impact: Assessment of the implications of political developments in Thailand and Indonesia for corporate sectors.
• Corporate Consolidation: Evaluation of Vedanta’s M&A activities and strategic positioning.

East Asian Corporates
Presented by Pius Xue, Senior Analyst

• Digital Commerce Evolution: In-depth analysis of the current dynamics in the China food delivery and insta-commerce space.
• Real Estate Performance: Comprehensive wrap-up of Hong Kong property 1H25 earnings results.